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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,098 | $132,634+2.6% | $115,768+17.6% | $137,256-0.8% |
| Participation rate | 47.1% | 77.9%-30.8pp | 74.4%-27.3pp | 80.0%-32.9pp |
| Annual return | 26.50% | 160.70%-134.2pp | 100.46%-74.0pp | 220.34%-193.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,666 | $5,619+0.9% | $4,917+15.2% | $6,407-11.6% |
| Admin fee / account holder | $689 | $15,028-95.4% | $12,439-94.5% | $12,270-94.4% |